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InstantResponse + Storage by Zapier + Workiz

InstantResponse + Storage by Zapier integrations

Add new InstantResponse leads to Workiz

When a new lead arrives in InstantResponse, re-typing it into Workiz by hand is slow and easy to forget, so leads can sit untouched while a competitor calls them first. This Zap watches InstantResponse for new leads and automatically creates a matching lead in Workiz with the customer's name, phone, address, and job details. Your team sees every lead in Workiz the moment it comes in and can follow up right away, so no opportunity slips through the cracks.

When this happens...
New LeadTriggers when a new lead is created.
TriggerInstant
automatically do this...
Create LeadSchedules a new lead in your Workiz account.
ActionWrite
then do this!
Set ValueSet a value stored at a defined key.
ActionWrite

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More things you can do with these apps

Discover other triggers and actions you can use with InstantResponse, Workiz, and more

Call Recording Available
Triggers when a recording is ready for a call, once per call. Carries the lead's full context plus the call details. The recording link is a signed URL that needs no credentials and expires 30 days after it was issued.
Trigger
Instant
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New Lead
Triggers when a new lead is created.
Trigger
Instant
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Job Status Change
Triggers when a job status is changed
Trigger
Polling
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New Job
Triggers when a new job is created.
Trigger
Polling
Try It
- First Name
  Required
- Last name
- Phone
- Address
  Required
- City
  Required
- State
- PostalCode
  Required
- Jobs start time
  Required
- Job Type
  Required
- Service Area
- Email address
- Job source
- JobNotes
- Company
- Phone Ext
- Second Phone
- Second Phone Ext
- Unit
- Job End Date Time
- Client Id
Action
Write

- Key
  Required
- Increment Amount
Action
Write
- Key
  Required
- Value
  Required
- Location
Action
Write

- Key
  Required
- Child Keys
Action
Write
- Key
  Required
- Child Values
Action
Write
- Key
  Required
- Value
Action
Write
Get All Values
Get all values stored.
Action
Search
- Keys
  Required
Action
Search
Get Secret
Get your Store secret as a value for use in a Code step.
Action
Search
- Key
  Required
- Child Keys
  Required
- Should this action match all existing child keys?
- Child Values
Action
Search or write

Lead Phone Number Added
Triggers when a phone number arrives on a lead AFTER the New Lead event already fired. Pair with New Lead in a Find/Update Zap so a contact created from New Lead gets patched with the consumer's phone once it lands.
Trigger
Instant
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Job Is Done
Triggers when a job is completed and status has changed to Done
Trigger
Polling
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Lead Status Change
Triggers when a lead status is changed
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
- First Name
  Required
- Last name
- Phone Number
- Address
- City
- State
- PostalCode
- Lead start time
- Email address
- Lead source
- Description
- Company
Action
Write
- Key
  Required
- Location
- Default Value
Action
Write
Remove All Values
Removes all values for the connected account.
Action
Write
- Key
  Required
Action
Write
- Keys and Values
Action
Write
- Key
  Required
- Value
- Previous Value
Action
Write
- Key
  Required
- Item Format
  Required
- Item Separator
Action
Search
- Key
  Required
- Child Keys
  Required
- Should this action match all existing child keys?
Action
Search
- Key
  Required
Action
Search
- Key
  Required
- Value
Action
Search or write

About InstantResponse

InstantResponse is a lead response platform for local businesses. It collects leads from multiple platforms, sends instant automated replies, and follows up.

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Related categories

CRM (Customer Relationship Management)

About Storage by Zapier

Quickly store and retrieve small values of data. Allows you to reference data between Zap runs or share data between different Zaps.

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Related categories

Developer Tools

Zapier

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Zapier Tables

Databases, Spreadsheets, Zapier

About Workiz

Workiz makes it easier than ever for service business owners to run their business, save time, make their team more efficient and their business more profitable.

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking